Accounts Receivable Lead Coordinator

Job Title AR Lead Coordinator (Team Leader), Collections

Assignment Category : Permanent

Function (Department) : Finance

Has Direct Reports? : Yes

Job Summary :

A brief synopsis of the role; this summary is intended to describe all employees at Vertiv who

perform this work.

1. Purpose

Manage the daily operations of assigned team and assist Supervisors and / or Operations Manager in improving team productivity and efficiency by influencing, motivating and guiding direct reports to their optimum performance. Ensure DSO and Cash Collection goals are met / achieved by the department.

Responsibilities : Please list at least 5 duties / accountabilities.

Job Description

OKR 1 : Staff Management and Development

1. Evaluates individual performance and conducts performance discussions to keep everyone on track

2. Performs regular coaching to enhance the performance of staff and encourage participation in decision making.

3. Adheres to the regularization, performance appraisal, semi-annual performance review, rewards and recognition and other people related policies and guidelines.

4. Determines employee's capabilities and improvement areas.

5. Identifies functional / behavioral training & development needs of employees to support team goals and objectives.

6. Completes individual development plans of employees based on the company guidelines and implements agreed training / development activities.

7. Monitors effectiveness of the development plan and supports employees in the application of learning to the job.

8. Plans, organizes and coordinates team activities to enhance team camaraderie employee engagement.

9. Monitors adherence to the ethics and code of conduct and implements disciplinary action in compliance with the requirement for due process.

OKR 2 : Operations Management & Functional Expertise

1. Handling / collecting transactional and / or key accounts.

2. Handle escalated accounts when there are issues or disputes that requires further investigation and collaboration with other department.

3. Prepare account reconciliation (when needed).

4. Forecast monthly collection

5. Ability to do Credit Risk analysis and give recommendations.

6. Cross train with other functions

OKR 3 : Internal Communication

1. Understands and seeks critical information and data needed by the team.

2. Communicates policies, programs and decisions that affect employees.

3. Uses effective communication tools like flow charts, process flows, diagrams, etc. to effectively communicate products, processes, business and team performance, and others.

4. Conducts team meetings to address issues and concerns, escalations, improve processes and others.

5. Collaborates and networks with other leads to complete assigned projects and programs.

6. Keeps management informed and updated on matters affecting their team morale and performance.

OKR 4 : Customer Management

1. Generates reports based on team deliverables and present to management and counterparts.

2. Escalates specific issues and provides recommendation to customers to address them.

3. Assists direct reports in resolution of escalations on the area of specific support.

4. Identifies problems, analyzes trends and implements corrective and preventive actions using quality tools.

5. Schedules, coordinates, and facilitates customer communication.

6. Works closely with counterparts / POCs to identify and address loopholes and process gaps.

7. Support projects related to quality and process improvement and handles tasks to support the objectives of the management.

8. Participates in business conference calls

Decision Making Responsibilities :

Follows established routine. Some analysis is being exercised. Decisions are based on available guidelines or

precedents.

Education & Certifications :

• Bachelor’s Degree of any 4-year course

Requirements :

Competencies :

Years of Experience :

☒ 5-7 years

Travel Requirements :

☒ No Travel